Time Management Secrets

Author

VH Staff
February 19th, 2023

Good morning and welcome to another edition of our investing newsletter! We hope this message finds you in good health and high spirits.

As we start the day, we want to remind you of the importance of staying informed about the latest news and trends in the world of finance and investing.

Whether you are a seasoned investor or just starting out, we believe that there is always something new to learn and discover in the world of finance. So take a few minutes to read through our latest issue, and let us help you navigate the markets and achieve your financial goals.

Thank you for your continued support, and we wish you a productive and profitable day ahead!

Stock Market Cap. to GDP ratio or popularly called as The Buffett Indicator stands at 89.31

Quote of the day

"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

This quote emphasizes the importance of making long-term investments and decisions. Just as a tree takes time to grow before it provides shade, some investments may take time before they yield substantial returns. The quote also highlights the importance of taking action today to benefit future generations.

Time Management

What’s on my plate this morning

Top three companies in India which mine lithium (CNBC)

India's road infrastructure will match that of US by 2024-end (TN)

War provides thrust to India's space sectors, opens up new opportunities (BS)

Cement demand climbs up, not unusual profitability for Indian cos: Moody's (BS)

Industry is unlikely to enjoy unusually high profits as it did in fiscal 2022.

The housing sector will remain the major demand driver as the segment accounts for 60-65 per cent of India's cement consumption.

Continued large investments in roads and infrastructure projects will fuel cement demand. India built 12,000 kilometers of highways in 2022 alone and this momentum will likely continue in 2023 and 2024, supported by various government initiatives.

In the Union Budget for fiscal 2024, the government has allocated $1.8 billion for the creation of safe housing, clean drinking water and sanitation, and increasing road and telecom connectivity. The government has also allocated $9.6 billion to address urban housing shortages.

Following the acquisition of Holcim Ltd's Indian cement operations by Adani Group, several cement producers announced new capacity additions totaling 60 million tonnes that will likely keep capacity utilization under 70 per cent and prevent sharp price increases.

Companies

Bosch India will grow by 15-20% this year: President Bhattacharya (thehindubusinessline)

India will largely continue to be a 75 per cent ICE (Internal Combustion Engine) market even by 2030 even as it said the EV market will continue to grow on its low base.

The supply situation of semiconductors worldwide and for India also has eased, I have not said it is over.

Today, if you talk of a 4.1 million or 4.4 million passenger car sales, and on that, if you look at 150,000 EV vehicles being sold in India, or 120,000, that’s a small value as well as percentage.

3 PSU stocks in diverse sectors to turn ex-divided this week. Do you own any? (mint)

Adani credit facilities expose collateral web full of red flags (ET)

StartUp

Indian startup develops e-flying taxi for 10 times faster commute (inceptivemind)

Frequently asked legal questions to get you started up (startups) (lexology)

This startup just raised more than half a billion dollars to change how new drugs get discovered (FC)

ETtech Deals Digest: A tepid week for startups as funding nosedives 72% YoY (ET)

Top Tips for Startup Pitches, According to a VC General Partner (BusinessInsider)

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Disclaimer : These are opinions only of the individual author. The contents of this piece do not contain investment advice and the information provided is for educational purposes only and no discussions constitute an offer to sell or the solicitation of an offer to buy any securities of any company. All content is purely subjective and you should do your own due diligence.